Full range of financial solutions

Building lifelong relationships with our clients

Personal and professional guidance on all aspects of your financial wellbeing

We are a client-focused trust and investment management business providing financial advice and personalised financial solutions to clients planning for, or already in, their retirement years as well as to their families.

Personal Trust started as a dream. A dream to create a Trust company that was small enough to be able to put its clients first and had the founding principles of:

Trust

Personal dedication

Professional commitment

Today, that dream lives on and the success of Personal Trust can be attributed to the unique philosophy on which the dream was built – to provide clients and their families with personal attention and tailor-made portfolios and to treat each and every client as a top priority.

We have grown significantly over the years and now manage in excess of R17 billion worth of assets for our clients. Despite our growth, we remain privately owned by Directors and Staff and are committed to our original vision of providing clients with personal and professional guidance on all aspects of their financial affairs.

Did you know? You can invest in a selection of the top asset managers in the country using the Personal Trust Prudent Fund of Funds?

Personal Trust has been in the business of managing retirement capital for over 38 years. In addition to our top quartile, single manager retirement funds, the Personal Trust Managed Fund and the Personal Trust Conservative Managed Fund, we have the Personal Trust Prudent Fund of Funds. We understand that clients are unlikely to invest all their retirement capital with one manager, so the Prudent Fund of Funds offers clients a cost-effective multi-manager solution investing with some of South Africa’s top-performing asset managers.

We are a Trust Company

Our Personal Approach

We believe that our personal service is what really sets us apart – our clients are known to us by name, are respected and valued and treated with warmth, genuine interest and concern.

Whether you are in the capital accumulation phase, approaching retirement or enjoying the fruits of your labour, your well-being is our primary concern. Your dedicated Trust Officer will get to know your individual needs to ensure we act as partners in providing advice that works for you and your family. We offer a full range of financial services providing you with an holistic financial solution.